Overview

Welcome to 4admin — the AI platform that streamlines plan information gathering for more than 100 UK WM firms.

What is 4admin?

4admin uses AI to extract key information from pension, ISA, investment bond, and unit trust documents. View your client records, review extracted data, chase missing information via email or phone, and export to Excel, Word, or your CRM, all in a matter of minutes - not hours.

Getting Started

Guide	Description
Getting Started	Navigate the platform and understand the interface
Clients & Cases	View clients, open policy analyses, edit and export data
Using Phone and Email	Email or call providers to fill gaps in data
Settings	Customise email templates, manage your subscription
User & Access Management	Add team members, set access levels, reassign ownership of clients and LoAs, and safely delete users (Growth/Enterprise plans only)
CRM Integrations	Connect to Intelliflo, Plannr, Xplan, or Curo

CRM Integration Guides

For detailed information on what data gets pushed to each CRM:

CRM	Guide
Intelliflo	Full Intelliflo Guide
Plannr	Full Plannr Guide
Xplan (Iress)	Full Xplan Guide
Curo (T4A)	Full Curo Guide

Need Help?

• Knowledge Base
  Our documentation covers the vast majority of 4admin features and common questions. We recommend starting here.

• Ask AI
  Use the Ask AI button in the bottom-right corner to search and ask questions directly about this documentation.

• Contact Support
  Still need help? Email support@4admin.co.uk and we’ll aim to respond within 3 business hours.